Filed June 17, 2020 (most recent of 3 filings on file)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,341 | $93,901+211.3% | $133,346+119.2% | $93,901+211.3% |
| Participation rate | 99.3% | 81.9%+17.4pp | 72.8%+26.5pp | 81.9%+17.4pp |
| Annual return | 20.29% | 11.15%+9.1pp | 36.85%-16.6pp | 11.15%+9.1pp |
| Employer contribution / active EE | $9,536 | $4,205+126.8% | $2,853+234.2% | $4,205+126.8% |
| Participant deferral / active EE | $4,558 | $4,155+9.7% | $4,332+5.2% | $4,155+9.7% |
| Admin fee / account holder | $0 | $66-100.0% | $14,264-100.0% | $66-100.0% |